- Perigonwealth (Petaluma, CA)
- …and custodial processes. Position Title: Private Client Associate Department: Client Services Location: Hybrid - Petaluma, CA Employment Status: ... Private Client Associate Hybrid - Petaluma, CA The ... Client Associate is a member of Perigon's Client Service team. The Associate's role is to… more
- Perigonwealth (Petaluma, CA)
- A financial services firm in Petaluma, CA is seeking a Private Client Associate to support Wealth Managers and enhance client services . This role ... skills, experience with custodial platforms, and the ability to maintain accurate client information. Ideal candidates will have a background in wealth management… more
- EisnerAmper LLP (Elgin, IL)
- …accounting and advisory firm in Elgin is seeking a Tax Senior Manager for their Private Client Services . You will oversee tax planning and compliance for ... ultra-high net worth clients, manage client relationships, and lead a team. Successful candidates will...degree. This role offers a dynamic working environment with hybrid flexibility and a competitive salary range between $110,000… more
- EisnerAmper LLP (Melville, NY)
- …leadership skills, and proficiency in business development. This role offers a hybrid working model and requires CPA or IRS Enrolled Agent Certification. Competitive ... salary range from $120,000 to $200,000 based on experience. #J-18808-Ljbffr more
- Mariner Holdings (New York, NY)
- A national financial services firm in New York is seeking an experienced Tax Manager to lead a team and manage client relationships. The ideal candidate has over ... 8 years of tax experience in public or private settings and a CPA or EA certification. Responsibilities...guiding tax strategies, reviewing tax documents, and ensuring high client satisfaction. The firm values professional growth, offers a… more
- ImpactAlpha Inc. (San Francisco, CA)
- A financial services company in San Francisco is looking for a Senior Investment Associate to lead due diligence and evaluate investment opportunities across various ... ideal candidate will have strong analytical skills and experience in private markets. Responsibilities include preparing investment materials and maintaining … more
- Reed Smith LLP (New York, NY)
- …skills, enabling seamless collaboration across departments and offices and consistent, client -facing professionalism. Experience in private equity is highly ... project management and problem-solving skills with a commitment to ongoing development. Client - service oriented; delivers exceptional service while working… more
- EisnerAmper LLP (California, MO)
- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to ... with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.* Responsible for...with a particular emphasis on clients in the financial services sector, such as hedge funds, private … more
- EisnerAmper LLP (Melville, NY)
- Tax Senior Manager, Trust & Estate - Private Client Services (PCS) page is loaded **Tax Senior Manager, Trust & Estate - Private Client Services ... (PCS) Tax Senior Manager, Trust & Estate - Private Client Services (PCS)**locationsNew YorkIselinMelville...in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the… more
- EisnerAmper LLP (Minneapolis, MN)
- Tax Senior Manager - Private Client Services page is loaded## Tax Senior Manager - Private Client Serviceslocations: Minneapolis: Fort Myerstime ... is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice....with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.* Responsible for… more
- Catalant (Boston, MA)
- …team that will take Catalant and the future of consulting to the next level. Senior Client Partner - Private Equity Catalant is seeking a senior-level Client ... This role is ideal for a seasoned sales or client development professional who deeply understands the Private...you\'ll bring Experienced Professional: 15+ years in consulting, enterprise client management, or professional services , with at… more
- Ernst & Young Advisory Services Sdn Bhd (Houston, TX)
- Tax - Business Tax Services - Private Tax - Senior Manager Location: Houston Other locations: Anywhere in Country Requisition ID: 1662066 Location: Anywhere in ... help to build a better working world. The opportunity Private Tax is a growing practice within EY, and...to develop account strategies and identifying and deliver additional services to our clients. Skills and attributes for success… more
- gen2fund (Denver, CO)
- … Services , LLC is looking for Tax Directors to manage tax compliance services across various client engagements. The role includes supervising tax teams, ... and leadership skills are encouraged to apply. Gen II is committed to fostering a collaborative work environment with a hybrid schedule. #J-18808-Ljbffr more
- Chronograph, LLC (New York, NY)
- …our client development function. Responsibilities Grow new ARR from private capital General Partners and/or Limited Partners across North America Collaborate ... an accomplished and ambitious account executive to join our Client Development (enterprise sales) team to help drive new... private capital markets Proven track record in private markets software or professional services environment… more
- EisnerAmper LLP (Melville, NY)
- …and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our ... work independently. Identify potential opportunities for new and/or expanded client services * Ability to lead and manage...or local law.## About Our Tax TeamAs the largest service line within the firm, EisnerAmper's Tax Group doesn't… more
- Ernst & Young Oman (San Francisco, CA)
- …tax research, tax memoranda drafting, and assistance in quantitative modeling for private client tax advisory services . Identifying and communicating ... go. Join EY and help to build a better working world. Tax- Business Tax Services - Private Tax Partnerships- Manager The opportunity Are you living your perfect… more
- Cottons Group (Northampton, MA)
- Tax Senior/Manager ( Private Client ) Location: Northampton Job Type: Full-Time, Permanent Overview We are seeking a highly motivated Tax Senior/Manager ( ... Private Client ) to join our team, working...to buy additional holiday days Birthday off Contributory pension Private healthcare Group Life cover (death in service… more
- Ernst & Young Oman (San Francisco, CA)
- Tax - Business Tax Services - Private Tax HNWI - Manager Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you ... to build a better working world. The opportunity EY Private Tax is a growing practice within EY, and...Translating complex data from a range of sources into client -ready insights and deliverables Building effective long-term relationships with… more
- Kappaalphapsi1911 (Boston, MA)
- …firms, rely on SS&C for expertise, scale, and technology.**Job Description Director, Private Markets Accounting Locations**: Boston, MA | Hybrid **Get To Know ... Provide guidance and direction to staff on all technical and client - service -related topics* Review fund governing documents, offering documents, subscription… more
- Ernst & Young Oman (San Jose, CA)
- …a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business ... unit dedicated to the financial services industry - the Financial Services Organization...experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund… more
